We exist because you deserve better than what most firms offer
Too many people with significant wealth are stuck in a frustrating cycle — working with firms that push products, follow corporate mandates, and treat every client the same. You deserve better than that.
We chose the name "Salt" because salt has been a symbol of value, preservation, and trust throughout human history. Just as salt preserves what matters most, we're here to preserve and grow what you've worked so hard to build.
As an independent, fee-only firm, we have nothing to sell you. No proprietary products. No corporate agenda. Our only allegiance is to you and your family.
We answer to you — not a corporate parent. That means our advice is always in your best interest, period.
Your problems don't fit in neat boxes, and neither does our team. We work together across disciplines so nothing falls through the cracks.
We're not chasing quarterly results. We build relationships and strategies measured in decades — because that's what your wealth demands.
You'll always know what you're paying, what we're doing, and why. No hidden fees, no surprises.